Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible!
Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.
It is comprised of three dynamic components:
- A secure portal to pass and store confidential financial documents.
- Daily investment and banking values powered by a third-party vendor.
- Snapshots of financial assets and expenses for you to view your full financial position, and receive monthly newsletters, market commentaries and meeting alerts.
Generational Vault is available 24/7 making your essential documents readily accessible at the click of button.
Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
Client Account Values
If you are challenged with multiple accounts and statements, the Generational Vault can be your solution. The system is designed to update with your investment values on a daily basis with charts and graphs depicting results. Now, you can easily view the whole portfolio to make sure your investments are doing exactly what they are supposed to do.
Financial Reporting
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, you can see an up-to-date snapshot of your financial life. This will help you make decisions about budgeting and investing to achieve financial success.
Online Vaulting and Storage
Organize your personal documents and financial statements with the Generational Vault. It was designed to serve as an online filing cabinet. You and your financial services professional at Jones & Associates Premier Financial Solutions will be able to upload personal financial documents to your virtual vault. Viewable 24 hours a day and seven days a week, you can always access your most important information … all you need is internet access.